See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,305 | $45,566-22.5% | $64,105-44.9% | $59,632-40.8% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.53% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,834 | $934+310.4% | $1,820+110.7% | $2,203+74.1% |
| Participant deferral / active EE | $5,719 | $2,057+178.1% | $2,822+102.7% | $3,192+79.2% |
| Admin fee / account holder | $171 | $3,268-94.8% | $4,499-96.2% | $4,297-96.0% |